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Home > Institutional Investor > Hassell Wealth Management, Llc > 13F Holdings

Instuitional Investor - Hassell Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 221,927 $66,500,345 26.8%
2.
Vanguard Tax-Managed Fds
 435,540 $21,724,728 8.75%
3.
Vanguard Scottsdale Funds
 258,105 $20,860,023 8.4%
4.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 423,497 $20,747,120 8.36%
5.
Dimensional Etf Trust
 638,624 $20,321,010 8.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)